Nonprofit · EIN 68-0590130
PACIFIC GROVE ROTARY CLUB LEGACY CA INC
Tax-exempt · PACIFIC GROVE, CA 93950
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $110,293 | $70,482 | $39,811 | $494,719 | – | $494,719 |
| December 31, 2024 | 990-EZ | $91,469 | $92,806 | -$1,337 | $433,298 | – | $433,298 |
| December 31, 2023 | 990-EZ (amended) | $72,343 | $48,617 | $23,726 | $421,340 | – | $421,340 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $72,539
- Investment income
- $27,543
- Net gain from sales of assets
- $3,672
- Net income from fundraising events
- $6,539
Expenses
- Grants and similar amounts paid
- $41,991
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $4,803
- Printing, publications and postage
- $73
- Other expenses
- $23,615
- Program services (functional)
- $19,024
Balance sheet and other
- Total assets, start of year
- $433,298
- Total assets, end of year
- $494,719
- Total liabilities, end of year
- –
- Net assets, end of year
- $494,719
- Cash, savings and investments
- $494,719
- Gross receipts
- $163,724
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE DURANT JONES | Director | 0 | $0 |
| MICHAEL LOREDO | Secretary | 1 | $0 |
| JOHN SHUMAN | Director | 0 | $0 |
| MATT BOSWORTH | Treasurer | 3 | $0 |
| CRAIG GIRAUDO | Director | 0 | $0 |
| JOE SHAMMAS | President | 2 | $0 |
| TRAVIS LONG | Director | 0 | $0 |
| JAN STEWART | Director | 0 | $0 |
| MANAL MASRI | Director | 0 | $0 |
| LINDSAY MUNOZ | Director | 0 | $0 |
990-EZ for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE DURANT JONES | Treasurer | 4 | $0 |
| PATRICK RYAN | President & Sec | 2 | $0 |
| JOHN SHUMAN | Director | 0 | $0 |
| SARAH FRAHM | Internt'l Chair | 1 | $0 |
| CELIA BARBERENA | Director | 0 | $0 |
| JOE SHAMMAS | Director | 0 | $0 |
| TRAVIS LONG | Director | 0 | $0 |
| MIKE HENDRICKSON | Director | 0 | $0 |
| WILLIAM FREDRICKSON | Director | 0 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE DURANT JONES | Treasurer | 0 | $0 |
| PATRICK RYAN | President | 0 | $0 |
| MITCH DAVIS | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 51, PACIFIC GROVE, CA 93950-0051
- In care of
- % PETER TANSILL CPA
- Mailing address (990-N for 2021)
- PO BOX 51, PACIFIC GROVE CA 93950
- Principal officer (990-N for 2021)
- JANE DURANT, PO BOX 51, PACIFIC GROVE CA 93950
- Signed the 990-EZ
- MATT BOSWORTH, Treasurer
- Phone
- (831) 277-0646
- Return prepared by
- RINA R TRINGALI CPA CFE
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0590130 or by the name PACIFIC GROVE ROTARY CLUB LEGACY CA INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PROVIDE FUNDING FOR LOCAL, COMMUNITY PROJECTS.
Program accomplishments
- PROVIDE ON GOING FUNDING FOR LOCAL CLUB SPONSORED PROJECTS AND / OR DONATIONS.Expenses $19,024
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 68-0590130
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $494,719
- Income (IRS master file)
- $163,724
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $110,293 | $70,482 | $494,719 | XML |
| 990-EZ | December 2024 | $91,469 | $92,806 | $433,298 | IRS |
| 990-EZ | December 2023 | $72,343 | $48,617 | $421,340 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-N for 2021 Officer: JANE DURANT | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: DAVID LAWS | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Jim Quinn | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 68-0590130).
Questions about PACIFIC GROVE ROTARY CLUB LEGACY CA INC
- What is the EIN of PACIFIC GROVE ROTARY CLUB LEGACY CA INC?
- The employer identification number (EIN) of PACIFIC GROVE ROTARY CLUB LEGACY CA INC is 68-0590130.
- Is PACIFIC GROVE ROTARY CLUB LEGACY CA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to PACIFIC GROVE ROTARY CLUB LEGACY CA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PACIFIC GROVE ROTARY CLUB LEGACY CA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PACIFIC GROVE ROTARY CLUB LEGACY CA INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PACIFIC GROVE ROTARY CLUB LEGACY CA INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of PACIFIC GROVE ROTARY CLUB LEGACY CA INC?
- The 990-N for 2021 names JANE DURANT.
- Who are the officers and directors of PACIFIC GROVE ROTARY CLUB LEGACY CA INC?
- The 990-EZ for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does PACIFIC GROVE ROTARY CLUB LEGACY CA INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $110,293, expenses of $70,482 and total assets of $494,719 at year end.
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- COALITION FOR EDUCATION EIN 38-4008863 · last filed 990-N for 2022
- CRAIG L NOKE AND MARY A NOKE CHARITABLE FOUNDATION EIN 77-0524969 · last filed 990-PF for 2025
- GATEWAY CENTER OF MONTEREY COUNTY INC EIN 94-2660677 · last filed 990 for 2025
- MONTEREY BAY CHARTER SCHOOL EIN 26-1729713 · last filed 990 for 2024
- MEALS ON WHEELS OF THE MONTEREY PENINSULA INC EIN 94-2157521 · last filed 990 for 2025
- THE BRIDGE RESTORATION MINISTRY EIN 20-8238084 · last filed 990 for 2024
- PEACE OF MIND DOG RESCUE EIN 27-1154816 · last filed 990 for 2024
All nonprofits in PACIFIC GROVE · California · Philanthropy, voluntarism and grantmaking foundations